See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,816 | $98,750-13.1% | $149,696-42.7% | $79,858+7.5% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.3pp |
| Annual return | 21.89% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,353 | $3,216-57.9% | $4,644-70.9% | $2,471-45.2% |
| Participant deferral / active EE | $6,751 | $5,680+18.9% | $6,842-1.3% | $3,740+80.5% |
| Admin fee / account holder | $1,034 | $6,053-82.9% | $9,309-88.9% | $5,306-80.5% |